Waverly Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Waverly Advisors’s Portfolio SPTL Stock Details SPTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.16M	Buy	82,088 +2,393	+3%	+$63.8K	0.02%	630
2025 Q4	$2.11M	Sell	79,695 -116,937	-59%	-$3.16M	0.02%	588
2025 Q3	$5.3M	Buy	196,632 +16,995	+9%	+$449K	0.05%	312
2025 Q2	$4.77M	Buy	179,637 +112,929	+169%	+$2.96M	0.05%	312
2025 Q1	$1.82M	Buy	66,708 +10,173	+18%	+$271K	0.02%	493
2024 Q4	$1.48M	Buy	56,535 +6,525	+13%	+$179K	0.02%	446
2024 Q3	$1.45M	Sell	50,010 -28,529	-36%	-$814K	0.03%	382
2024 Q2	$2.14M	Buy	+78,539	New	+$2.12M	0.04%	308

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waverly Advisors's SPTL Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3% in Q1 2026, buying an estimated $63.8K and bringing the position to 82,088 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #630.

Waverly Advisors first reported a position in SPTL in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.3M in Q3 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Waverly Advisors held 82,088 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.16M as of Q1 2026.
Waverly Advisors bought 2,393 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $63.8K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #630 holding.
Waverly Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Waverly Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.3M in Q3 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.